Customer Success Specialist

Role Overview

We seek a dynamic and proactive Customer Success Specialist to ensure our customers have a seamless, impactful experience with Grant Assistant. This role is vital in bridging our technology with user success, providing exceptional service, and maintaining strong client relationships that fuel long-term growth.

Responsibilities

Client Relationship Management: Serve as the primary point of contact for clients, guiding them through onboarding and ensuring they maximize the benefits of our platform.

Customer Training & Support: Conduct platform demos and training sessions to help customers effectively use Grant Assistant and provide timely and effective support to resolve client inquiries and challenges.

User Adoption & Engagement Drive platform adoption by analyzing client usage patterns and recommending tailored solutions and collaborate with the product team to implement features that address client needs.

Feedback Collection & Collaboration: Gather and communicate client feedback to the product and engineering teams to enhance platform functionality.

Performance Tracking & Reporting: Monitor customer success metrics such as platform adoption rates, retention, and satisfaction scores and provide regular updates to clients and internal stakeholders on performance milestones and achievements.

Process Management: Design, streamline, and scale customer journey workflows to enhance satisfaction, retention, and growth.

Proactive Problem Solving: Identify potential issues early and implement proactive strategies to mitigate challenges.

Qualifications

• 3 to 5 years in customer success, account management, or a similar client-facing role, ideally in SaaS or technology platforms. 
• Bachelor’s degree in business management, communications, or a related field.
• Strong research and documentation skills.
• Exceptional presentation, interpersonal and communication skills.
• Strong problem-solving skills with the ability to think proactively.
• Proficiency in CRM tools (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Analytical mindset with experience in tracking key customer success metrics.
• Customer-focused attitude with a commitment to exceeding expectations.
• Experience with contract renewals or upselling would be a plus
• CRM or customer success certifications (e.g., CSM, CCSA) are a plus.

Why Join Grant Assistant?

Impactful Work: Play a pivotal role in empowering organizations through grants and funding.

Professional Growth: Continuous learning, mentorship, and career advancement opportunities.

Inclusive Culture: A diverse and collaborative work environment where your voice is valued.

Flexibility: Flexible hours to support work-life balance.

Competitive Benefits: Market-aligned compensation and benefits.

#LI-DNI

Grant Assistant is an equal opportunity employer.

 All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age